Your reference in financial planning

Philippe began his career in 2006 with Financière Liberté 55, where he became, 4 years later, Business Development Director for the Longueuil financial center. His results quickly set him apart, and he was chosen to lead the turnaround of the Sherbrooke and Trois-Rivières offices. Subsequently, Benoit Côté, with whom he enjoyed a strong professional relationship, invited Philippe to take over the reins of his financial services firm. And so it was that Philippe returned to his passion: helping business leaders thrive financially and ensure they have the best tools to face the competitive marketplace. Drawing on his holistic vision of financial planning, his integrity, rigor and sense of humor, he aims to offer the best possible service with a dynamic, professional team.

Benoit joined London Life in 1991. He was a Sales Director for four years before returning to his true passion of serving and helping clients achieve their financial goals. Benoit is also a recognized specialist in intervention with SMEs and business leaders. His areas of expertise are group insurance as well as all pension and protection plans (disability, life, critical illness) for this market. Benoit created his firm, Gestion Financière Intégrale, in 2006 to broaden his service offering and build a team to help him in servicing his clients.

France had started with La Confédération in 1990 as a Financial Security Advisor and joined London Life in 1992 also as a Financial Security Advisor. France has pursued several trainings to help SME owners at the development stage. As a generalist, her strength lies in retirement and estate planning. France joined our team in 2010.

Annie joined London Life in 1998. After holding a number of positions with London Life and Great-West Life, including a management position, Annie decided to join our team in 2008. She is responsible for the administrative department.

Louise started out in 1997 as an assistant in an insurance and financial services firm, obtaining her insurance and mutual fund licenses.

In 2001, she joined Desjardins as a financial security advisor. In 2007, she was promoted to Manager, and distinguished herself by her dynamism and desire to help others move forward. 

In 2009, she seized the opportunity to acquire an insurance and financial services firm with her partner and spouse, where she reconnected with her desire to work directly with people and help them achieve their goals. It was the start of a wonderful adventure, which was followed, 9 years later, by the acquisition of another firm.

In 2022, a proud new generation takes the reins of the firm, and Louise is ready to embark on a new chapter.